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Mike Bascom
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Aug 27, 2026
Episode 29: Can Your Estate Plan Survive a Crash?
19:36
26:14

Darrell BurrowHOST
What complications can arise when someone lives in one state but owns property, spends part of the year, receives medical care in the other state?
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19:54Mike BascomGUEST
When you have a document that describes what your medical care should be and who should be your successors, my experience is most states tend to be fairly receptive to whatever you have.
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20:05Mike BascomGUEST
So if you don't have the exact state-specific form, for instance, if you have the Georgia form and you end up in Florida or vice versa, the medical care providers tend to be pretty good about accepting whatever form you have as long as it's clear who's going to be next in making decisions and what treatments you would like.
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20:24Mike BascomGUEST
The time that doesn't take place, though, is if we're talking about money matters.
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20:28Mike BascomGUEST
So oftentimes people come to us with a financial power of attorney that says, hey, if I can't sign my name, I've got medical issues.
6 MINS LATER

Darrell BurrowHOST
When you say clients should leave their wealth to whomever they want, whenever they want, and in any way they want, Which of those decisions is usually the hardest for the families to make?